+174.0%
AAPL vs DOCN
+171.0%
+3.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.8% | -5.3% | -2.9% |
| 7D | +0.1% | +1.1% | -1.0% | -0.1% |
| 30D | +3.0% | -9.6% | +12.6% | +3.9% |
| 3M | +2.9% | -37.7% | +40.6% | +8.4% |
| 6M | +22.1% | +115.2% | -93.1% | +3.8% |
| YTD | +18.0% | +133.7% | -115.7% | -1.9% |
| 1Y | +33.9% | +250.2% | -216.2% | +2.8% |
| 3Y | +71.2% | +320.3% | -249.1% | +21.3% |
| 5Y | +112.6% | +53.1% | +59.5% | +61.5% |
| All | +174.0% | +171.0% | +3.0% | +99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded DOCN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling